Presentation by Thomas Schreiner, Senior Manager Enterprise Architecture Management at Fresenius at EA Connect Days 2018 in Bonn: Managing an Enterprise Architecture function with thousands of applications requires high operational efficiency, supported by a strong tool. To get the most out of LeanIX, Fresenius has built an extensive set of add-ons and enhancements, some of were presented in this talk. This includes: - A news feed application - Custom notifications - Excel integration via Get & Transform, formerly “Power Query” - Automated daily snapshots and survey downloads - Ruby interface to navigate and operate on the full LeanIX meta model

1. © Fresenius Netcare GmbH
T-C-E2E-163-PowerPoint V 2.0
Innovative API-Based LeanIX Enhancements
Thomas Schreiner
Senior Manager - Enterprise Architecture Management
Fresenius Netcare GmbH

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Products and services for
people with chronic kidney
failure.
Medicines and technologies
for infusion, transfusion and
clinical nutrition.
Europe's leading private
hospital operator, with HELIOS
and Quirónsalud hospitals.
Projects and services for
hospitals and other healthcare
facilities worldwide.

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Group Structure
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Fresenius Group: 280.000 employees
Fresenius Netcare: 1.000 employees
50 locations

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Easy Excel Reports
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I need an Excel sheet containing
all legal entities, clustered by country,
including each entity's # of global applications,
# of local applications, and the ratio of global vs. local.
And the application names.
illustrational data

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leanix-core
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leanix-core
• Integrated into our script languages (ruby / python)
• “Don‘t think about the LeanIX API”
• Access and navigate the whole LeanIX meta model
report.rb /
report.py .
• Load data
• Process data
• Write report
• NOT: Paging, authentication, caching, proxy settings, logging

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report.rb
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# Loading data
applications = Application.all
usergroups = UserGroup.all
# Lookup by fact sheet name
app = Application.new("SAP ERP")
# Navigate the meta model
u = app.user_groups
# Tags and attributes
ug["tags"].include?("Imported by:Kabi")
ug["location"]["geoCountry"]

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Ad-Hoc Analysis via Console
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Which application is
used by most legal
entities?

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Ad-Hoc Analysis via Console
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leanix-core
• Integrated into our script languages (ruby / python)
• “Don‘t think about the LeanIX API”
• Access and navigate the whole LeanIX meta model
irb / python
console
• Type commands
• Get answers immediately

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Ad-Hoc Analysis via Console
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• Load all applications
• Select their names, count their user groups
• Sort by number of user groups
• Return largest entry.

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More Use Cases for leanix-core…
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• ARIS import
• Custom Excel import
• Custom notifications
leanix-core

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Custom Notifications
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• Send e-mail to a specific subscription role
• Include LeanIX data + links
• Fully automated
• No manual pre-processing

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Custom Notifications
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leanix-core
• Integrated into our script languages (ruby / python)
• “Don‘t think about the LeanIX API”
• Access and navigate the whole LeanIX meta model
leanix-mailer
• Who will receive the notification? ➧ All users in role X.
• What content will be displayed? ➧ Get each user's fact sheets.
• Replace template placeholders by fact sheet attributes
• Send mail to user via own SMTP server.
mail
template

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Custom Notifications – Demo
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Custom Notifications – Demo
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leanix-utils: Auto-Snapshot
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leanix-utils: Auto-Snapshot
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• Start Full Snapshot Creation
• Monitor Snapshot Creation
• Download Snapshot
• Extra Feature: Download all Survey Runs
Auto Snapshot
(python)

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leanix-utils: Auto-Snapshot
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News Feed / Latest Updates
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leanix-utils: News Feed
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Auto-Tagging / Auto-Subscribing
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• Applications are auto-tagged with the segment tags of their user groups.
• If a user is subscribed to a fact sheet as responsible or accountable, the
fact sheet is auto-tagged with the user's segment tag.
• If an interface or process is connected to an application, the application is
auto-tagged with the segment tags of the interface/process.
• On creating a fact sheet, the creating user is auto-subscribed to the fact sheet.
illustrational data

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event-engine
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event-engine
(python)
Production
Training
…
Webhook
• Rule handling
• Action triggers
Production
Training
…
EAM VM
API call
FACT_SHEET_UPDATED
mail
notification
SMTP

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*** Bonus scenario ***
Excel Get & Transform ("Power Query")
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Problem
• Excel data collection sheets
• Dropdown lists for relations
have to be kept in sync with
LeanIX
Solution
• Excel: LeanIX GraphQL API
as external data source
• Custom Query to load fact
sheet information

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Roadmap
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• Advanced e-signatures in a validated environment

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Thank you!
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thomas.schreiner@fresenius-netcare.com
https://github.com/fnc-eam/leanix-utils ➧ auto snapshot, news feed
https://www.xing.com/profile/Thomas_Schreiner7
https://www.linkedin.com/in/thomas-schreiner/
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